My finance team has asked me to help design a process for users to initiate on-boarding new clients into our various systems. Naturally, a request queue was my initial thought, but our need here is for a multi-step, multi-assignment system. Upon receiving the request, our finance team will do their part which would then trigger additional steps for me and another user to enter data into our internal systems. Is there a way to make a request that would have multiple steps like that? The only method I can think of is to intake the request, have my finance team convert that to a task that would exist in a "New Client" project and then apply a project template (to include all the various tasks & assignments), and have that converted task exist as a parent. Or is there a simpler process that I haven't considered? Anthony Pernice Healthcare Consultancy Group
